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Accurate Investment Solutions’s Iron Mountain IRM Stock Holding History

Accurate Investment Solutions’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-192
Closed -$5K – 187
2020
Q1 		$5K Buy
+192
New +$5.81K ﹤0.01% 338
2019
Q4 		– Sell
-150
Closed -$5K – 440
2019
Q3 		$5K Hold
150
– – ﹤0.01% 271
2019
Q2 		$5K Buy
+150
New +$4.92K ﹤0.01% 272
2016
Q2 		– Sell
-429
Closed -$15K – 338
2016
Q1 		$15K Buy
+429
New +$12.3K 0.01% 249

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Accurate Investment Solutions's IRM Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Iron Mountain (IRM) in Q2 2020, closing a stake of 192 shares — an estimated $5K sold.

Accurate Investment Solutions first reported a position in IRM in Q1 2016 and held it in 4 quarters. The position peaked at $15K in Q1 2016. 563 funds tracked by Wall St. Rank hold IRM as of Q2 2020.

  • Accurate Investment Solutions reported no remaining Iron Mountain position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 192 Iron Mountain shares in Q2 2020, an estimated $5K.
  • Accurate Investment Solutions first reported a position in Iron Mountain in Q1 2016 and held it in 4 quarters.
  • Accurate Investment Solutions's Iron Mountain position peaked at $15K in Q1 2016.
  • 563 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.